See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,093 | $77,899+137.6% | $149,673+23.7% | $75,163+146.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.67% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $10,833 | $3,137+245.3% | $4,818+124.9% | $2,670+305.8% |
| Participant deferral / active EE | $4,789 | $3,411+40.4% | $5,680-15.7% | $4,125+16.1% |
| Admin fee / account holder | $13,039 | $5,956+118.9% | $13,210-1.3% | $5,651+130.7% |